|
⚲
|
| Newton One Investments LLC
✚
|
|
|---|---|
| CRD # | 147048 |
| SEC # | 801-69525 |
| CIK # | 0001842787 |
| AUM | $289.3 MM (2023-03-30) |
| Employees | 8 (62% Investors, 62% Brokers) |
| Phone | 302-731-1326 |
| Address | 131 Continental Drive Newark, DE 19713-0000 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.0 | |
| AON | 56,421.9 | 0.4 | |
| UNH | 477,004.0 | 0.4 | |
| MCD | 179,584.2 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 27.0 |
| (b) Individuals (high net worth individuals) | 85 | 223.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 39.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 439 | 289.3 |
| By Discretionary | ||
| Discretionary | 439 | 289.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 439 | 289.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.3 | |
| Total | 439 | 289.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001842787] |
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|---|---|---|
|
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✚
|
WA | 0.3 |
|
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|
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|
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|
Azimut Genesis Advisors LLC
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|
FL | 0.3 |
|
Flagship Wealth Advisors LLC
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|
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|
Robinson Smith Wealth Advisors LLC
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|
ME | 0.3 |